JWM
Janiczek Wealth Management’s Werner Enterprises WERN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $118K | Sell |
3,300
-340
| -9% | -$12.2K | 0.02% | 254 |
|
|
2024
Q1 | $142K | Sell |
3,640
-811
| -18% | -$31.7K | 0.03% | 232 |
|
|
2023
Q4 | $189K | Buy |
4,451
+645
| +17% | +$27.3K | 0.05% | 165 |
|
|
2023
Q3 | $148K | Sell |
3,806
-28
| -0.7% | -$1.09K | 0.04% | 187 |
|
|
2023
Q2 | $170K | Buy |
3,834
+168
| +5% | +$7.43K | 0.05% | 147 |
|
|
2023
Q1 | $173K | Buy |
3,666
+54
| +1% | +$2.54K | 0.05% | 132 |
|
|
2022
Q4 | $157K | Sell |
3,612
-1,062
| -23% | -$46.2K | 0.04% | 153 |
|
|
2022
Q3 | $181K | Buy |
4,674
+588
| +14% | +$22.8K | 0.06% | 114 |
|
|
2022
Q2 | $180K | Sell |
4,086
-1,532
| -27% | -$67.5K | 0.05% | 116 |
|
|
2022
Q1 | $230K | Buy |
5,618
+33
| +0.6% | +$1.35K | 0.06% | 95 |
|
|
2021
Q4 | $266K | Sell |
5,585
-514
| -8% | -$24.5K | 0.08% | 84 |
|
|
2021
Q3 | $270K | Buy |
6,099
+2,566
| +73% | +$114K | 0.1% | 68 |
|
|
2021
Q2 | $157K | Buy |
3,533
+301
| +9% | +$13.4K | 0.06% | 109 |
|
|
2021
Q1 | $152K | Buy |
3,232
+1,334
| +70% | +$62.7K | 0.06% | 90 |
|
|
2020
Q4 | $74K | Buy |
1,898
+1,505
| +383% | +$58.7K | 0.04% | 140 |
|
|
2020
Q3 | $17K | Buy |
+393
| New | +$17K | 0.01% | 171 |
|